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Adam Phillips

Certified Financial Adviser / Partner Newstead

I am based in our Newstead office and have extensive experience in the financial planning industry. In 2009, I made the move to establish my own private practice under the Magnitude Dealer group. Prior to this I spent over 19 years in Financial Services during which time I have held Senior Positions in both Westpac and other major Australian companies. I was with Westpac Financial Planning for 7 years as a Senior Financial Planner where I was successful in building a business through excellence in client service and advice.

I focus on a holistic approach to financial planning. I tailor my advice specifically for each individual client to help them achieve their goals and objectives. Through the ongoing service proposition, I provide to my clients, they can monitor and enhance their plans with regular reviews and market updates.

Throughout my career, I have developed a sound knowledge of investments, superannuation and asset protection strategies. My specialist skills are in the areas of Retirement Income, Retirement Planning, Wealth Creation, Company Executives and Self-Managed Superannuation Funds. I have a particularly keen interest in portfolio construction and pride myself on achieving creative portfolios to deliver maximum performance through all investment cycles.

I have two young children, Hailey and Oscar and enjoy spending time with them. I enjoy boating and water sports, and enjoy a round of golf, all be it too infrequently.

I am on the board of the Coen Ashton Foundation, which is a charity dedicated to Cystic Fibrosis awareness and organ donation.

What Qualifications And Professional Memberships Does Adam Have?

I am a Certified Financial Planner™ or CFP® Practitioner which is the highest level of professional designation available. I also hold a Bachelor of Business Degree, a Graduate Diploma in Applied Finance and Investment, as well as a Masters of Business Administration.

Altitude Wealth Solutions Advisers are authorised representatives of Magnitude Group Pty Ltd. Magnitude Group Pty Ltd ABN 54 086 266 202 operates under Australian Financial Services Licence No. 221557, and is a part of the BT and Westpac groups. General advice and general educational information on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness to your objectives, financial situation and needs. By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website.